CPA Practice Advisor

JAN 2012

Today's Technology for Tomorrow's Firm.

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ADVER T ORIAL T Haves and Have-Nots: NavigaƟ ng the New World of Tax and AccounƟ ng and accounƟ ng community. Increasingly, ⇒ rms are becoming polarized into "haves" and "have-nots." "Haves" are focused on service, becoming he opportunity to gather some of the most in⇓ uenƟ al minds and most cuƫ ng-edge technology gurus at an event like the Thought Leadership Symposium is a rare one indeed. Among many topics to be discussed at the symposium is the widening gap in the tax trusted advisors to their clients, leveraging new technology to improve staī producƟ vity and engagement, elevaƟ ng client service, and markeƟ ng their ⇒ rm's brand. "Have-nots" sƟ ll see themselves as computaƟ on professionals, clinging to old processes, dated technology, and client service models that are no longer relevant. As Ɵ me goes by, more and more ⇒ rms are shiŌ ing to one end of the spectrum or the other, leaving fewer and fewer in the middle. At Thomson Reuters, we're striving to help more ⇒ rms move toward the "have" end of the spectrum with a variety of training opƟ ons, online resources, and other thought leadership assets designed speci⇒ cally to help pracƟ Ɵ oners embrace the future of the profession. • Partner Summits: Held in ciƟ es across the country, our two-day Partner Summit forums are a way for accounƟ ng ⇒ rm leaders to exchange big-picture ideas and map out a customized acƟ on plan with the help of naƟ onally recognized experts and professionals, social events, networking, and more. • Business Eĸ ciency ConsulƟ ng: Our Business Eĸ ciency ConsulƟ ng provides ⇒ rms with an expert consultant who spends a day onsite with the ⇒ rm observing, interviewing key decision- makers, and shadowing employees. They then turn that informaƟ on into acƟ onable steps that begin improving work⇓ ow immediately. • User Surveys: Recently, we asked our customers to tell us about their ⇒ rm, how their technology needs have changed, and how we can serve them beƩ er. This data has provided us key insights into the profession and into our products and services. In early 2012, we will be releasing ⇒ ndings from the survey in a special execuƟ ve summary. Once you've made the cultural shiŌ into "have" territory, the next step is to implement the tacƟ cs and technologies that will get the job done. We've spent years perfecƟ ng them, with over a decade of cloud compuƟ ng experience, revoluƟ onary pracƟ ce management soluƟ ons, new ways to manage, interpret, and present informaƟ on, and much more. For example: • A new ⇒ rm-branded mobile app: Soon, a custom mobile app will allow ⇒ rms to extend their brand to clients, as well as the employees of payroll clients, through mobile devices. This will allow clients to access documents and submit receipts electronically, and allow the employees of payroll clients to enter Ɵ me, view W-2 informaƟ on, and more from their mobile devices. • Mobile CS: Mobile CS oī ers key pracƟ ce management data, expense tracking, CRM, and more in a convenient, mobile-friendly format. • AccounƟ ng CS Client Access: AccounƟ ng CS is the ⇒ rst accounƟ ng system that allows clients and accounƟ ng ⇒ rms to collaborate online in real Ɵ me, with no imporƟ ng or exporƟ ng and no third-party soŌ ware necessary. • The ARNE community: Created exclusively for tax and accounƟ ng professionals, ARNE is a free, full-featured online community where more than 50,000 pracƟ Ɵ oners are already exchanging ideas, solving problems, and learning about technology and profession trends. • Web Builder CS: Designed speci⇒ cally for accounƟ ng ⇒ rms, Web Builder CS makes it simple to build and customize a website. With calculators, social media links, blogs, videos, and more, Web Builder CS makes it easy for ⇒ rms to market themselves and serve clients over the web. Many ⇒ rms have already evolved their technology and business pracƟ ces to meet the demands of a new generaƟ on of customers. But for the "have- nots," new customer demands and changing technology represent a pending strain on their business and an imposing obstacle to growth. For the "haves," opportunity abounds. With all that in mind, is your ⇒ rm a "have" or a "have-not?" CONTACT INFORMATION ScoƩ Fleszar VP, Strategic MarkeƟ ng Tax & AccounƟ ng Thomson Reuters 800.968.8900 www.CS.ThomsonReuters.com Thought-Leadership Symposium2012

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